From 9689546c5f8ec6ade312e5573bb906c8c8405671 Mon Sep 17 00:00:00 2001
From: csehatt741 <att741@gmail.com>
Date: Wed, 11 Jun 2025 11:08:45 +0200
Subject: [PATCH] Holdings as default options in create or update activity
 dialog

---
 CHANGELOG.md                                  |  1 +
 ...ate-or-update-activity-dialog.component.ts | 31 +++++++++++++++++++
 .../create-or-update-activity-dialog.html     |  1 +
 .../symbol-autocomplete.component.ts          | 11 ++++---
 4 files changed, 40 insertions(+), 4 deletions(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index 175e6da02..d57ad99f4 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -18,6 +18,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Included quick links in the search results of the assistant
 - Added a skeleton loader to the changelog page
 - Extended the content of the _Self-Hosting_ section by information about additional data providers on the Frequently Asked Questions (FAQ) page
+- Enhanced the create or update activity dialog to display the current holdings as default options
 
 ### Changed
 
diff --git a/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts b/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts
index 4982125fe..f65d551a5 100644
--- a/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts
+++ b/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.component.ts
@@ -2,6 +2,7 @@ import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { getDateFormatString } from '@ghostfolio/common/helper';
+import { LookupItem } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { translate } from '@ghostfolio/ui/i18n';
 
@@ -44,6 +45,7 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
   public currencyOfAssetProfile: string;
   public currentMarketPrice = null;
   public defaultDateFormat: string;
+  public defaultLookupItems: LookupItem[] = [];
   public hasPermissionToCreateOwnTag: boolean;
   public isLoading = false;
   public isToday = isToday;
@@ -83,6 +85,35 @@ export class CreateOrUpdateActivityDialog implements OnDestroy {
     this.defaultDateFormat = getDateFormatString(this.locale);
     this.platforms = platforms;
 
+    this.dataService
+      .fetchPortfolioHoldings()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ holdings }) => {
+        this.defaultLookupItems = holdings
+          .filter(({ assetSubClass }) => {
+            return !['CASH'].includes(assetSubClass);
+          })
+          .sort((a, b) => {
+            return a.name?.localeCompare(b.name);
+          })
+          .map((holding) => {
+            return {
+              assetClass: holding.assetClass,
+              assetSubClass: holding.assetSubClass,
+              currency: holding.currency,
+              dataProviderInfo: {
+                dataSource: holding.dataSource,
+                isPremium: false,
+                name: holding.name,
+                url: holding.url
+              },
+              dataSource: holding.dataSource,
+              name: holding.name,
+              symbol: holding.symbol
+            };
+          });
+      });
+
     this.tagsAvailable =
       this.data.user?.tags?.map((tag) => {
         return {
diff --git a/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html b/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html
index a1ca6e323..6392456b5 100644
--- a/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html
+++ b/apps/client/src/app/pages/portfolio/activities/create-or-update-activity-dialog/create-or-update-activity-dialog.html
@@ -124,6 +124,7 @@
         <mat-label i18n>Name, symbol or ISIN</mat-label>
         <gf-symbol-autocomplete
           formControlName="searchSymbol"
+          [defaultLookupItems]="defaultLookupItems"
           [isLoading]="isLoading"
         />
       </mat-form-field>
diff --git a/libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts b/libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts
index 4d73e3c53..ff14f30e1 100644
--- a/libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts
+++ b/libs/ui/src/lib/symbol-autocomplete/symbol-autocomplete.component.ts
@@ -14,6 +14,7 @@ import {
   Input,
   OnDestroy,
   OnInit,
+  SimpleChanges,
   ViewChild
 } from '@angular/core';
 import {
@@ -107,10 +108,6 @@ export class GfSymbolAutocompleteComponent
       this.control.disable();
     }
 
-    if (this.defaultLookupItems?.length) {
-      this.showDefaultOptions();
-    }
-
     this.control.valueChanges
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(() => {
@@ -159,6 +156,12 @@ export class GfSymbolAutocompleteComponent
       });
   }
 
+  public ngOnChanges(changes: SimpleChanges) {
+    if (changes['defaultLookupItems'] && this.defaultLookupItems?.length) {
+      this.showDefaultOptions();
+    }
+  }
+
   public displayFn(aLookupItem: LookupItem) {
     return aLookupItem?.symbol ?? '';
   }